Clear Books proof types and permissions

Note

This Hypersync is not supported in Hyperproof Gov.

When you configure a Hypersync for Clear Books on a control or label, you can automatically collect the following proof types:

Table 304. Clear Books proof types and fields

Proof type	Fields	Testable
Chart of Accounts	Account Number, Account Name, Account Type, Current Balance, Remote ID	Yes
Vendor and Customer Master Lists	Entity Name, Entity Type, Email, Tax ID, Last Updated, Remote ID	Yes

Requirements

To connect to Clear Books and collect proof, your Clear Books configuration must meet the following requirements.

API Key - To generate:
1. Log in to Clear Books and select Settings.
2. Select Configure System > API Keys.
3. If you haven't created an API Key, click the Generate API Key button.
4. Select I want to connect Clear Books.
5. Enter Hyperproof as the name of the software you are integrating with in the first text field.
6. Enter Merge in the second text field.
7. Click Submit.
8. Copy the API Key and store it in a secure location.

Note

Hyperproof connects to many third-party systems that frequently change, including the system interface. Contact your System Administrator or the third-party provider for assistance in meeting the requirements to integrate with Hyperproof and collect the proof you need.

Connection configuration

When you configure a Hypersync for Clear Books the first time, you must provide the following information:

API Key

The first time you run this Hypersync, it may take up to 24 hours to load all data.

Note

You only need to connect Hyperproof to the app once, and then you can create as many Hypersyncs as you need.

Additionally, you can create multiple Hypersyncs for a single control or label.

Additional documentation

Connecting to Clear Books

From the left menu, select either Controls or Labels, depending on the object you want to link to the Hypersync.
Select the control or label for which you want to automate proof.
Select the Automations tab.
Click Create Hypersync.
The Choose app window opens.
Use the filter at the top of the Choose app window to find the app where the proof data will be pulled from, e.g., Azure or GitHub. You can search for apps by Name, App ID, or Category, such as Ticketing or Accounting apps.
Select your app.
The Connect window opens.
Note
Hyperproof uses Merge, a third-party API, to streamline the connection process. For more information on how Hyperproof integrates with Merge, please refer to the Hyperproof Security Overview.
Sign in to your account.
Note
Depending on the app, you might be asked for your username and password or a token. The sign-in process varies by app. See the Requirements and Connection configuration sections of the specific Hypersync document for more details.

In this section:

Clear Books proof types and permissions

Note

Requirements

Note

Connection configuration

Note

Additional documentation

Connecting to Clear Books

Note

Note

Search results